+71.4%
XLC vs JOBY
-13.5%
+84.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.9% |
| 7D | +0.5% | -5.2% | +5.7% | +0.9% |
| 30D | +2.1% | -19.7% | +21.8% | +3.6% |
| 3M | +0.7% | -31.7% | +32.4% | +3.0% |
| 6M | -3.2% | -37.5% | +34.3% | -0.8% |
| YTD | -3.8% | -51.6% | +47.8% | -0.1% |
| 1Y | -2.0% | -53.3% | +51.3% | +1.4% |
| 3Y | +71.4% | -12.2% | +83.6% | +65.1% |
| All | +71.4% | -13.5% | +84.9% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded JOBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling